Sigma Planning Corp

Position in SUN — Sunoco LP

CIK 1449126 ANN ARBOR, MI

Position in SUN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$825,727

-$11,931 QoQ

Shares Held

12,233

-5.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#106

of 300 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Sigma Planning Corp holds $6,282,858 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	8,242	$2,107,232
2	VLO	Valero Energy Corp/Tx	7,142	$1,860,062
3	PSX	Phillips 66	8,813	$1,489,837
4	SUN	Sunoco LP This page	12,233	$825,727

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$825,727	12,233	-5.1%	Shares	Sole	2026-08-07
2026-03-31	$837,658	12,893	-0.6%	Shares	Sole	2026-05-04
2025-12-31	$679,862	12,972	-6.9%	Shares	Sole	2026-01-30
2025-09-30	$696,539	13,928	-14.6%	Shares	Sole	2025-11-10
2025-06-30	$873,838	16,306	-10.9%	Shares	Sole	2025-08-05
2025-03-31	$1,062,556	18,301	+1.7%	Shares	Sole	2025-05-02
2024-12-31	$925,508	17,992	-37.9%	Shares	Sole	2025-02-03
2024-09-30	$1,554,089	28,951	-0.8%	Shares	Sole	2024-11-04
2024-06-30	$1,650,289	29,188	+1.0%	Shares	Sole	2024-08-06
2024-03-31	$1,742,622	28,904	+1.5%	Shares	Sole	2024-05-02
2023-12-31	$1,706,446	28,474	-26.8%	Shares	Sole	2024-02-01
2023-09-30	$1,904,155	38,900	-1.5%	Shares	Sole	2023-11-06
2023-06-30	$1,720,010	39,486	-1.7%	Shares	Sole	2023-08-02
2023-03-31	$1,762,359	40,154	-0.7%	Shares	Sole	2023-05-08
2022-12-31	$1,742,748	40,435	+0.2%	Shares	Sole	2023-01-24
2022-09-30	$1,573,063	40,366	+2.9%	Shares	Sole	2022-11-10
2022-06-30	$1,461,541	39,236	+0.8%	Shares	Sole	2022-08-11
2022-03-31	$1,588,961	38,907	-7.2%	Shares	Sole	2022-04-20
2021-12-31	$1,712,042	41,931	+1.3%	Shares	Sole	2022-02-02
2021-09-30	$1,544,898	41,396	-4.0%	Shares	Sole	2021-10-28
2021-06-30	$1,625,247	43,110	+32.5%	Shares	Sole	2021-08-13
2021-03-31	$1,036,296	32,547	+34.5%	Shares	Sole	2021-05-06
2020-12-31	$696,619	24,205	+16.7%	Shares	Sole	2021-02-09
2020-09-30	$505,994	20,746	-1.8%	Shares	Sole	2020-11-03
2020-06-30	$482,123	21,118	-4.0%	Shares	Sole	2020-07-31
2020-03-31	$344,064	21,999	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.